Greg Thomas is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Boise, ID. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association, where he has worked since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning that utilizes structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and Corporate Financial Planning agreements.

Rachel Shubin is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2021. Prior to her financial services career, her work history includes roles at Goldfish Swim School, Meeting Systems Inc., and AppDetex. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Christopher Hall is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Securities America Advisors, Principal Life Insurance Company, and Princor Financial Services Corporation. Hall is also involved with Hall & Associates, an entity related to his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Joshua Delong is a financial advisor at Stifel with 25 years of industry experience. He has held his current role since 2014 and holds Series 63 and Series 66 licenses. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Kyle Fisher is a financial advisor with Edward Jones in Eagle, Idaho, holding a Series 66 credential and five years of industry experience. He has worked at Edward Jones since 2020 and was previously employed by Verizon Wireless from 2014 to 2020. Fisher owns a clothing company that has never been active and does not offer products or services. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors and branches. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and manages over $1 trillion in assets.

Carri Campbell is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and Series 65 licenses. She has 37 years of industry experience, including over a decade at Capital Financial Services, Inc. and more than seven years with Cambridge. Outside of her advisory role, Campbell serves as a political district precinct committeeman and holds director and volunteer positions with the US Term Limits organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement-plan sponsors, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment platforms and proprietary models, with a range of discretionary and non-discretionary options tailored to client objectives.

Blake Parkinson is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation. He began his advisory career in 2026 and has prior business experience in roofing companies and a small business, Living Breads LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers various advisory strategies, affiliated mutual funds, and operates under a fiduciary standard.

Austin Yorgesen is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, and Fidelity Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Todd Lovell is a financial advisor with Raymond James & Associates based in Boise, ID. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Since 2018, he has served as a dispute resolution arbitrator for FINRA in a part-time capacity. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Justin Hunter is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Wells Fargo entities since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering tailored services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Scott Murray is a financial advisor with RBC Capital Markets, holding the Series 63 and Series 65 designations and bringing 29 years of industry experience. He worked at UBS Financial Services for 28 years before joining RBC in 2025. RBC Wealth Management serves a diverse client base that includes individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by extensive capital-markets and asset management capabilities.

Timothy Brown is a Series 66-licensed financial advisor with Wells Fargo Clearing in Boise, ID, and has 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Ray Ryan is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he owns and rents storage units through a business called Go To My Garage. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, providing both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Robert Burnett is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He worked at UBS Financial Services from 2010 to 2017 before joining Wells Fargo Clearing, where he has been since 2017. Outside of his advisory role, Burnett is involved in multiple business ventures including ownership interests in real estate development and an assisted living facility. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm uses an IPS-driven approach grounded in modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Ryan Myers is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marshall Cain is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various roles since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Tabetha Spedden is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 65 designations and having one year of industry experience. Her prior work experience includes roles at Wells Fargo Bank, nA, and Lewiston Clark State College. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Tyrone Kerby is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and JPMorgan Chase Bank, N.A. Outside of his advisory role, he serves as treasurer of a nonprofit homeowners association and coaches girls varsity basketball at Compass Public Charter School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan financial organization.

Christopher Kraft is a financial advisor with Thrivent Investment Management in Meridian, ID, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, Kraft serves as board president for a nonprofit Christian ministry, You Gotta Ask, Inc., which assists adults in exploring life and spiritual questions. He is also involved with a charitable golf tournament benefiting colon cancer prevention and manages condominium owners association activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning covering topics such as retirement, tax, estate, and business continuation, with an option to combine planning with managed accounts under a consolidated billing program called WealthPlan.

Lindsey Breckenridge is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Her prior experience includes roles at Waddell & Reed, Inc., Edmund Allen, and various insurance carriers. Outside of advisory work, she has been involved with Breckenridge Land & Cattle Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, and institutions. The firm offers a range of advisory and brokerage services with a diverse investment platform supported by various research and technology tools.